Crestwood Advisors Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Crestwood Advisors Group’s Portfolio IGIB Stock Details IGIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,910	Closed	-$253K	–	508
2024 Q4	$253K	Sell	4,910 -911	-16%	-$47.7K	﹤0.01%	415
2024 Q3	$313K	Sell	5,821 -659	-10%	-$34.8K	0.01%	360
2024 Q2	$332K	Buy	6,480 +9	+0.1%	+$458	0.01%	335
2024 Q1	$334K	Hold	6,471	–	–	0.01%	332
2023 Q4	$336K	Hold	6,471	–	–	0.01%	315
2023 Q3	$315K	Buy	+6,471	New	+$322K	0.01%	292
2020 Q4	–	Sell	-3,460	Closed	-$210K	–	271
2020 Q3	$210K	Sell	3,460 -625	-15%	-$38.1K	0.01%	226
2020 Q2	$247K	Sell	4,085 -1,125	-22%	-$65.5K	0.01%	205
2020 Q1	$286K	Hold	5,210	–	–	0.01%	186
2019 Q4	$302K	Buy	5,210 +1,750	+51%	+$101K	0.01%	211
2019 Q3	$200K	Buy	+3,460	New	+$199K	0.01%	243
2017 Q2	–	Sell	-460	Closed	-$25K	–	282
2017 Q1	$25K	Buy	+460	New	+$25K	﹤0.01%	349

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Crestwood Advisors Group's IGIB Position: Q1 2025 in Review

Crestwood Advisors Group sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2025, closing a stake of 4,910 shares — an estimated $253K sold.

Crestwood Advisors Group first reported a position in IGIB in Q1 2017 and held it in 12 quarters. The position peaked at $336K in Q4 2023. 626 funds tracked by Wall St. Rank hold IGIB as of Q1 2025.

Crestwood Advisors Group reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Crestwood Advisors Group sold 4,910 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $253K.
Crestwood Advisors Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2017 and held it in 12 quarters.
Crestwood Advisors Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $336K in Q4 2023.
626 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Crestwood Advisors Group's 13F filing for Q1 2025, filed 5 May 2025.